Range of Services and Fees
Our primary focus is asset management. We facilitate opening the best bank/brokerage account relation on your behalf even by mail; we negotiate with banks on your behalf; we ensure that your instructions are carried out timely and correctly. And we communicate with you. Always.
Security, privacy and efficiency are top priorities for international investors. Selecting the right bank plays a decisive role. WHVP only works with first-class banks, like the two mentioned in detail below:
Bank Vontobel Ltd. (see homepage www.vontobel.com) founded in 1924, is the core company within Vontobel Holding AG, listed on the SWX Swiss Exchange. The Vontobel families, together with the Vontobel Foundation, own a majority of the Vontobel Holding AG's equity and voting rights. Vontobel is an internationally-oriented Swiss private bank, specializing in asset management for sophisticated private and institutional clients. Vontobel's core competence is centered around Private Banking, Investment Banking and Asset Management & Investment Funds, all for the benefit of its clients and cooperation partners in all areas of asset management. Their integrated business model allows to combine know-how and resources in the best interests of its clients and cooperation partners. Total clients assets entrusted to the care of Vontobel Group are in excess of 150 billion Swiss francs (2012) and the BIZ tier 1 ratio accounted 27.2% (2012).
Valartis Bank (Austria) AG (see homepage www.valartis.at) Valartis Bank (Austria) AG is a well-known banking house in Vienna, and the bank still occupies the same beautiful and historic premises on the city's famous Rathausstrasse since its establishment in 1890. The bank has always catered to an international clientele and recognizes and understands the needs of the investor. The bank provides its clients with the privacy, safety and high quality of service to the best expected of Austrian private banking. Total clients assets entrusted to the care of Valartis Group are 6.8 billion Swiss francs (2011) and the BIZ tier 1 ratio accounted 27% (2010).
The custodian banks carry all accounts in the name of their clients. Securities are traded and held in the bank's name but for client accounts, segregated from the bank's own assets. Through the Deposit Protection Scheme, in the event that a bank or securities dealer is declared bankrupt, deposits of up to CHF 100'000 per client enjoy privileged treatment.
Unlike cash deposits, assets lodged for safekeeping (such as shares, units in collective investment schemes and other securities) are client property, and in the event of the bankruptcy of a bank or securities dealer are immediately ring-fenced and released to clients separately from the bankruptcy proceedings. They therefore do not form part of the bankruptcy estate at any time. This applies to all assets which are client property and have been lodged for safekeeping, including precious metals physically held at the bank.